Earnings summaries and quarterly performance for Booking Holdings.
Executive leadership at Booking Holdings.
Board of directors at Booking Holdings.
CN
Charles Noski
Detailed
Lead Independent Director
KG
Kelly Grier
Detailed
Director
LQ
Larry Quinlan
Detailed
Director
LV
Lynn Vojvodich Radakovich
Detailed
Director
MG
Mirian Graddick-Weir
Detailed
Director
NR
Nicholas Read
Detailed
Director
RM
Robert Mylod
Detailed
Chair of the Board
SS
Sumit Singh
Detailed
Director
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Thomas Rothman
Detailed
Director
VW
Vanessa Wittman
Detailed
Director
Research analysts who have asked questions during Booking Holdings earnings calls.
Kevin Kopelman
TD Cowen
7 questions for BKNG
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Deutsche Bank
7 questions for BKNG
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Evercore ISI
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Goldman Sachs
6 questions for BKNG
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Justin Post
Bank of America Corporation
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JPMorgan Chase & Co.
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Morgan Stanley
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Ronald Josey
Citigroup Inc.
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Trevor Young
Barclays
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Rothschild & Co Redburn
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Lloyd Walmsley
Mizuho
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Evercore ISI
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Dae Lee
JPMorgan Chase & Co.
1 question for BKNG
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Jed Kelly
Oppenheimer & Co. Inc.
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Jefferies
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Wells Fargo & Company
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B. Riley Securities
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Stephen Ju
UBS
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Thomas White
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Recent press releases and 8-K filings for BKNG.
Booking Holdings partner Stay22 secures $122M investment from Summit Partners
BKNG
New Projects/Investments
- Stay22 raised $122 million from Summit Partners to support global expansion, product innovation, and creator monetization infrastructure.
- In 2025, the platform recorded $80 million in retail GMV and processed over $1 billion in annual transactions, supporting more than 5,500 creators.
- The company's workforce has tripled over the past two years, with active hiring in product development, engineering, and partner support.
- Summit Partners’ deal includes board seats for Colin Mistele and Daniel Kim and will extend Stay22’s offering beyond travel into sectors such as food, fashion, DIY, and consumer tech.
1 day ago
Fingerprint reports 65% ARR growth and hits 1B monthly device IDs
BKNG
Revenue Acceleration/Inflection
Product Launch
- Achieved 65% annual recurring revenue (ARR) growth for fiscal 2026 and now identifies over 1 billion unique devices per month, up 77% year-over-year.
- Serves 2,000 customers across 56 countries, driving 36% customer growth and an industry-leading 128% net revenue retention rate.
- Expanded global footprint by 39%, entered the Japanese market, increased North American headcount by over 50% and APAC headcount by 80%.
- Launched Authorized AI Agent Detection and Proximity Detection to distinguish legitimate automation from malicious bots and uncover device-farm fraud.
4 days ago
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Share Buyback
- Q4 2025 revenue of $6.35 B, up 16% YoY; Adjusted EBITDA of $2.20 B, up 19% YoY; GAAP net income of $1.43 B, up 34% YoY.
- Q4 free cash flow of $1.4 B, up 120% YoY; capital returned of $2.4 B, the highest quarterly amount since 2023.
- Q4 room nights reached 285 M, up 9% YoY, driven by healthy global travel demand.
- Q1 2026 guidance calls for 14–16% revenue growth and 10–14% Adjusted EBITDA growth.
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results and 2026 outlook
BKNG
Earnings
Guidance Update
Share Buyback
- Q4 2025: room nights of 285 million (+9% YoY), gross bookings and revenue up 16%, adjusted EBITDA of $2.2 billion (+19%), and adjusted EPS of $48.80 (+17%)
- FY 2025: room nights at 1.2 billion (+8%), gross bookings and revenue up 12% and 13%, adjusted EBITDA >$9.9 billion (+20%) with margin at 36.9%, and adj EPS +22%; transformation program delivered $550 million annual savings
- Capital returns: Q4 ending cash & investments of $17.8 billion, generated $1.4 billion free cash flow, returned $2.4 billion via buybacks/dividends; FY returned $8.2 billion ($5.9 billion repurchases, $1.2 billion dividends); board approved 9.4% dividend increase to $10.50 and 25-for-1 stock split
- 2026 outlook: targeting constant-currency top-line growth ~100 bps above long-term (8%), low-double-digit gross bookings/revenue growth, adjusted EBITDA margin +50 bps, adj EPS mid-teens; Q1 room night growth expected at 5–7%
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Dividends
- Q4 2025 room nights reached 285 million (+9% y-o-y), driving gross bookings and revenue up 16%, adjusted EBITDA of $2.2 billion (+19%) and adjusted EPS of $48.80 (+17%).
- FY 2025 room nights exceeded 1.2 billion (+8%), with gross bookings +12%, revenue +13%, adjusted EBITDA >$9.9 billion (+20%, margin 36.9% +193 bps) and adjusted EPS >$228 (+22%).
- Board approved a 9.4% dividend increase to $10.50 per share and a 25-for-1 stock split effective April 2, 2026.
- 2026 guidance: constant-currency gross bookings and revenue growth ~100 bps above 8%, adjusted EBITDA margin expansion ~50 bps, adjusted EPS up mid-teens; Q1 room nights +5–7%, gross bookings +14–16%.
Feb 18, 2026, 9:30 PM
Booking Holdings reports Q4 2025 results
BKNG
Earnings
Guidance Update
Dividends
- Q4 2025: Room nights +9% y/y; gross bookings and revenue each +16%; adjusted EBITDA of $2.2 billion (+19% y/y); adjusted EPS of $48.80 (+17%)
- Full-year 2025: Room nights +8%; gross bookings +12%, revenue +13%; adjusted EBITDA of $9.9 billion (+20%), margin 36.9% (+193 bp); adjusted EPS $228 (+22%)
- Capital returns: Generated $9.1 billion FCF in 2025; returned $8.2 billion to shareholders, including $5.9 billion repurchases and $1.2 billion dividends; Q4 raised $1.7 billion debt; board approved 9.4% dividend increase to $10.50 and a 25-for-1 stock split
- 2026 outlook: Targeting top-line growth ~100 bp above 8% ambition, adjusted EBITDA margin +50 bp, EPS up mid-teens; Q1 room nights +5–7%, gross bookings and revenue +14–16%; expecting $500–550 million transformation savings and $700 million reinvested in AI, Connected Trip, Asia/US expansion
Feb 18, 2026, 9:30 PM
Booking Holdings declares 9.4% Q1 2026 dividend increase
BKNG
Dividends
Share Buyback
- The Board declared a $10.50 per-share quarterly cash dividend for Q1 2026, payable March 31, 2026, representing a 9.4% increase over the $9.60 dividend in 2025; record date is March 6, 2026.
- The company repurchased $2.1 billion of its stock in Q4 2025, leaving $21.8 billion of buyback authorization remaining as of December 31, 2025.
- In Q1 2026, the Board approved a 25-for-1 forward stock split of common shares, to be effective April 2, 2026.
Feb 18, 2026, 9:02 PM
Booking Holdings appoints Peer Bueller as KAYAK CEO
BKNG
CEO Change
Management Change
- Booking Holdings names Peer Bueller as CEO of KAYAK; he has served as CFO since 2016 and added COO responsibilities in 2021.
- Founder Steve Hafner, after 22 years as KAYAK’s CEO, moves to Executive Chair and will lead AI innovation at Booking Holdings.
- Bueller is a 14-year Booking Holdings veteran with finance leadership roles at Booking.com, OpenTable, and KAYAK.
- As CEO, Bueller will focus on enhancing KAYAK’s user experience and expanding its KAYAK for Business corporate travel platform.
Feb 3, 2026, 2:00 PM
Imprint raises $150 M Series D at $1.2 B valuation
BKNG
New Projects/Investments
- Imprint secured $150 million in Series D funding at a $1.2 billion valuation, led by Khosla Ventures with participation from Thrive Capital, Ribbit Capital, Kleiner Perkins, Hedosophia, Spice Capital, and Timeless.
- Achieved 200% year-over-year growth in its cardholder base and initiated partnerships with Rakuten, Booking.com, Crate & Barrel, and Fetch.
- Received a AAA investment rating from Fitch Ratings for its inaugural $300 million securitization.
- Will deploy proceeds to enhance its ImprintCore platform, expand into debit, secured cards, and flexible financing, and invest in AI, automation, and loyalty/advertising capabilities.
Dec 17, 2025, 2:15 PM
Booking Holdings presents multi-year growth framework and AI strategy
BKNG
Guidance Update
New Projects/Investments
Share Buyback
- CFO highlights strong network effects across flights, rental cars and attractions and a leading position in Asia as the largest travel platform outside Mainland China.
- Introduced 8-8-15 framework targeting 8% growth in gross bookings and revenues and 15% EPS growth; expects to exceed these on a constant-currency basis this year.
- Announced $170 million investment program focused on expanding attractions, advertising, Asia supply and Generative AI initiatives.
- Alternative accommodations supply grew 10% year-over-year, outpacing the largest competitor for 4.5 years and reaching ~70% of their size.
- Leveraging Gen AI and digital optimization: customer service costs were down in absolute terms in Q3 despite high single-digit booking growth; early AI trip-planning tools drive faster, higher-conversion bookings with lower cancellations; and social-media marketing shows measurable incremental ROI.
Dec 9, 2025, 9:30 AM
Quarterly earnings call transcripts for Booking Holdings.
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